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Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1051	LCP Legacy Capital Partners Milwaukee, Wisconsin	$242K	-$25.7K	1	0.12%	Reduced
1052	AT Arden Trust Wilmington, Delaware	$239K	+$237K	1	0.04%	New
1053	CG Cutler Group San Francisco, California	$239K	-$506K	6	0.01%	Reduced
1054	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$239K	-$123K	1	0%	Reduced
1055	Quadrant Capital Group Cincinnati, Ohio	$238K	-$257	6	0.1%	Reduced
1056	ZWJ Investment Counsel Atlanta, Georgia	$238K	-$5.13K	1	0.02%	Reduced
1057	PHK Point72 Hong Kong Hong Kong	$237K	+$12K	4	0.18%	Increased
1058	UFG United Fire Group Cedar Rapids, Iowa	$237K	$0	2	0.08%	Maintained
1059	CCM Cribstone Capital Management Augusta, Maine	$234K	+$68K	3	0.11%	Increased
1060	RIM Ranger Investment Management Dallas, Texas	$233K	$0	1	0.02%	Maintained
1061	GCIA Gabelli & Co Investment Advisers Rye, New York	$232K	-$154K	1	0.03%	Reduced
1062	TSS Two Sigma Securities New York	$231K	-$108K	1	0.01%	Reduced
1063	NewEdge Advisors New Orleans, Louisiana	$229K	-$4.25K	1	0.03%	Reduced
1064	BB Bell Bank Fargo, North Dakota	$226K	+$233K	1	0.06%	New
1065	AIM Alambic Investment Management Belvedere, California	$224K	-$348K	1	0.03%	Reduced
1066	IFG Advisory Atlanta, Georgia	$224K	+$223K	1	0.05%	New
1067	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$224K	+$210K	1	0.02%	New
1068	SHGA Sand Hill Global Advisors Palo Alto, California	$223K	+$210K	1	0.02%	New
1069	LC Lourd Capital Beverly Hills, California	$222K	+$216K	1	0.01%	New
1070	MSR Main Street Research Lakeville, Connecticut	$222K	$0	1	0.03%	Maintained
1071	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$221K	$0	1	0.02%	Maintained
1072	CCM Cadence Capital Management Boston, Massachusetts	$215K	+$202K	1	0.01%	New
1073	IWP Icon Wealth Partners Houston, Texas	$214K	+$204K	2	0.11%	New
1074	CS Comerica Securities Detroit, Michigan	$213K	+$211K	1	0.03%	New
1075	KS Karpas Strategies Litchfield, Connecticut	$213K	+$207K	1	0.09%	New